Kotlikoff Joins Laffey Presidential Campaign as Chief Economic Advisor
By John ManganaroCampaign leaders say the economist will help present a vision that will resonate with voters of all stripes.
May 17, 2023
What Owning Multiple Homes Really Means for Wealthy ClientsA personalized approach is essential to help clients realize their goals for multiple home ownership.
May 17, 2023
10 Tax-Smart Charitable Strategies for Your High-Net-Worth ClientsA comprehensive charitable strategy can involve IRA inheritance planning, stock gifting and RMDs.
May 17, 2023
Here's How Much Wealth You Need to Join the Richest 1%The world's 500 richest people have added about $600 billion to their combined fortunes this year, according to the Bloomberg Billionaires Index.
May 17, 2023
10 Best Value Stocks for Long-Term Investors: MorningstarThese companies have smart management and predictable growth and are trading cheap, Susan Dziubinski writes.
May 17, 2023
Some Investors Ditch Stocks as Interest Rates Boom: SurveyOver half of U.S. investors have taken action on stocks this year due to interest rates and inflation, a new survey suggests.
May 17, 2023
New Law Firm Offers Flat-Fee Service for Advisors in Retirement SpaceFounding partner Bonnie Treichel says Endeavor Law offers flat-fee solutions for legal issues normally billed hourly.
May 17, 2023
Adviser Investments to Merge With Ropes Wealth AdvisorsThe combined entity will manage almost $15 billion in client assets after the deal closes.